WAM
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Wakefield Asset Management’s ATI ATI Stock Holding History

Wakefield Asset Management’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18,479
Closed -$840K – 151
2023
Q4 		$840K Sell
18,479
-3,658
-17% -$152K 0.31% 104
2023
Q3 		$911K Sell
22,137
-988
-4% -$43.9K 0.41% 65
2023
Q2 		$1.02M Buy
23,125
+195
+0.9% +$7.46K 0.41% 67
2023
Q1 		$905K Sell
22,930
-4,617
-17% -$174K 0.38% 68
2022
Q4 		$823K Buy
+27,547
New +$806K 0.35% 78

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AllianceBernstein
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FCM
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Ameriprise
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Invesco
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return